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Gould Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gould Capital’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$500 – 221
2025
Q1 		$500 Hold
5
– – ﹤0.01% 204
2024
Q4 		$484 Hold
5
– – ﹤0.01% 205
2024
Q3 		$538 Hold
5
– – ﹤0.01% 207
2024
Q2 		$512 Buy
+5
New +$511 ﹤0.01% 209

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gould Capital's EFG Position: Q2 2025 in Review

Gould Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 5 shares — an estimated $500 sold.

Gould Capital first reported a position in EFG in Q2 2024 and held it in 4 quarters. The position peaked at $538 in Q3 2024. 991 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Gould Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Gould Capital sold 5 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $500.
  • Gould Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 4 quarters.
  • Gould Capital's iShares MSCI EAFE Growth ETF position peaked at $538 in Q3 2024.
  • 991 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Gould Capital's 13F filing for Q2 2025, filed 14 Aug 2025.